Filing Rules
- Rule 1: File by name in terms of the first letter.
- Rule 2: If the first letters are the same, file in terms of the second letter.
- Rule 3: File in terms of surnames.
- Rule 4: If surnames are the same, file in terms of the initial.
How many rules are there for alphabetic filing?
10 Rules Alphabetic Filing‼️
What is the purpose of the filing rules?
Scope and structure: The expressed purpose of the rules is to ensure consistency in filing. They stress the importance of documenting filing decisions and offer guidance on conversion to automated filing and retrieval systems.
What is the proper way to alphabetize filing?
a. alphabetize names by comparing the first unit letter by letter. If the first letters are the same, file in terms of the second letter, and so on. Names of individuals are filed as follows: last name, first name or initial, middle name or initial.
What are the five basic filing steps?
The five basic steps for filing. Conditioning, releasing , Index and coding, Sorting, Storing and filing.
What are Arma rules?
(ARMA) is an organization designed to help professionals in records management perform their jobs easier and better. ARMA has published a list of Alphabetic Filing Rules, containing standard rules for storing records alphabetically.
What comes first in filing numbers or symbols?
Rule #1: File numbers first Numbers go first. Arabic numbers (0-9) are indexed numerically before alphabetic characters. However, keep in mind that they are NOT spelled out.
When do you need to use the filing rules?
Filing rules. (From SCM Shelflisting G100). Filing rules come into play when author or geographic cutters need to be subarranged, in subarranging by main entry, or in situations 10-11, when the main entry is the same and subarrangement by title is needed.
What are the rules for filing a tax return?
The filing rules and procedures for symbols require that those which are part of names be indexed as if they were spelled out. For example “&” is indexed as “AND” and “$” is seen as “DOLLAR.” When appearing with numbers, the symbol is spelled out and attached to the number, so that “#1” becomes “NUMBER1.”
What are the filing rules for a book?
File abbreviations (e.g. Mc) as written, not as spelled out. Generally start a new file sequence in areas where the old filing rules were used in shelflisting, but keep previously established authors, artists, etc. together. Search under both the abbreviated form and the spelled out form to avoid split files.
What are the rules for filing an alphabetical file?
But there are standard alphabetical systems that most people use for client files. The most common—and the easiest—is unit-to-unit, which takes each part of the header into consideration. Generally, this process has some basic rules. Everyone knows their alphabet,…
